Post-installation Set-up of IBM Notes (Lotus Notes)

After you have installed IBM Notes on your computer for the first time (ie. this does not apply to the upgrade of an existing installation) you must configure the software. The steps outlined in this document will help guiding you through the initial setup wizard.

1. Launch Lotus Notes using the icon on your Windows or Mac desktop / applications menu. Notes greet you with information on setting up your workstation. Click Next.


2. Type in your name and your home Domino server name: TRITON/University of Windsor



3. (not always applicable)

In some cases, Notes setup will need to configure your server connection. If you don't see this screen in your setup, please skip to step 4

Make sure "Set up a connection to a local area network (LAN)" is selected, and click Next to continue.


Select "TCP/IP" from the drop-down list as connection type, and type in "" as server address (host name). Once you have typed this in, click Next. If you get a message that “Server is not responding” or “unable to connect to server” see the notes at the end of this document.



4. If Notes setup finds your Notes ID file in the ID Vault on the server, you will be prompted for your password:



If your Notes ID file cannot be found in the ID Vault, you will be prompted to specify a location of your ID file. Since each Notes user's ID file is currently stored in the Vault, this usually means that you did not specify your Notes user name or the server name correctly in the previous step. You will need to use the "Previous" button to go back and make the necessary corrections.


5. Lotus Notes setup will now take a few minutes to configure your environment. Providing that your Notes account has Roaming enabled, your roaming files (ie. contacts, bookmarks, journal, rss feeds, etc) will be downloaded from the server to your computer. This ensures that your user experience (ie. bookmarks, workspace icons, contacts, etc.) is consistent across every computer where you have installed Lotus Notes. There will be a progress bar displayed to inform you of each step along the way. You will be notified when this process is completed.



6. Lastly, Notes will prompt you to select a Location document. Please be sure to select "Online".


Article ID: 9404
Mon 11/2/15 3:45 PM
Fri 2/14/20 2:50 PM